Aigen Investment Management’s Bank OZK OZK Stock Holding History

Aigen Investment Management’s Portfolio OZK Stock Details OZK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239K	Buy	+5,200	New	+$245K	0.06%	384
2025 Q4	–	Sell	-4,088	Closed	-$208K	–	883
2025 Q3	$208K	Sell	4,088 -5,925	-59%	-$303K	0.03%	667
2025 Q2	$471K	Buy	+10,013	New	+$438K	0.06%	415
2025 Q1	–	Sell	-7,540	Closed	-$336K	–	958
2024 Q4	$336K	Buy	+7,540	New	+$345K	0.06%	447
2024 Q2	–	Sell	-4,600	Closed	-$209K	–	959
2024 Q1	$209K	Buy	+4,600	New	+$206K	0.05%	535
2020 Q3	–	Sell	-9,798	Closed	-$230K	–	1048
2020 Q2	$230K	Buy	+9,798	New	+$210K	0.03%	675
2020 Q1	–	Sell	-712	Closed	-$22K	–	1478
2019 Q4	$22K	Buy	+712	New	+$20.9K	﹤0.01%	901

Other funds holding OZK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Aigen Investment Management's OZK Position: Q1 2026 in Review

Aigen Investment Management opened a new position in Bank OZK (OZK) in Q1 2026: 5,200 shares worth $239K. The stake represents 0.06% of the portfolio and ranks #384 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in OZK as recently as Q3 2025.

Aigen Investment Management first reported a position in OZK in Q4 2019 and has held it in 7 quarters since. The position peaked at $471K in Q2 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Aigen Investment Management held 5,200 shares of Bank OZK worth $239K as of Q1 2026.
Bank OZK was a new Aigen Investment Management position in Q1 2026.
Bank OZK made up 0.06% of Aigen Investment Management's portfolio in Q1 2026, its #384 holding.
Aigen Investment Management first reported a position in Bank OZK in Q4 2019 and has held it in 7 quarters since.
Aigen Investment Management's Bank OZK position peaked at $471K in Q2 2025.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.